+161.6%
IWM vs IONS
+17.3%
+144.3%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.6% | -0.6% | +0.7% |
| 7D | -2.0% | -9.4% | +7.4% | -0.1% |
| 30D | -1.5% | -10.7% | +9.3% | +0.7% |
| 3M | -8.0% | -27.7% | +19.7% | -2.3% |
| 6M | -4.1% | -48.7% | +44.6% | +7.8% |
| YTD | +11.9% | -50.2% | +62.1% | +26.3% |
| 1Y | +15.0% | -46.8% | +61.8% | +27.9% |
| 3Y | +64.2% | -14.8% | +79.0% | +59.0% |
| 5Y | +20.4% | +17.0% | +3.4% | +5.5% |
| All | +161.6% | +17.3% | +144.3% | +124.4% |
Cumulative growth
Daily Returns
Daily percentage return beside IONS.
Daily Out/Under-Performance
Portfolio return minus IONS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IONS return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded IONS wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling